SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
This Quarter Est. Return
1 Year Est. Return
+20.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$207M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,266
New
Increased
Reduced
Closed

Top Buys

1 +$627K
2 +$257K
3 +$243K
4
AAPL icon
Apple
AAPL
+$185K
5
AMZN icon
Amazon
AMZN
+$179K

Top Sells

1 +$234K
2 +$220K
3 +$200K
4
ABBV icon
AbbVie
ABBV
+$99.5K
5
WING icon
Wingstop
WING
+$73.4K

Sector Composition

1 Technology 16.13%
2 Healthcare 11.54%
3 Financials 10.36%
4 Consumer Discretionary 7.37%
5 Industrials 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$19.5K 0.01%
705
552
$19.4K 0.01%
738
553
$19.4K 0.01%
109
554
$19.3K 0.01%
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$19.3K 0.01%
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556
$19.2K 0.01%
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$19.2K 0.01%
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277
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559
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560
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$19.1K 0.01%
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$18.6K 0.01%
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$18.5K 0.01%
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$18.5K 0.01%
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570
$18.4K 0.01%
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466
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636
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1,461
574
$17.9K 0.01%
387
575
$17.9K 0.01%
32